WILLIAMSVILLE, NYCRD 105707Latest ADV February 17, 2026
Ogorek Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Williamsville, NY. Its latest Form ADV filing, dated February 17, 2026, reports $559M in regulatory assets under management, 8 employees, and 665 accounts.
Assets Under Management
$559M
Employees
8
Offices
--
Total Clients
192
Primary office
WILLIAMSVILLE, NY
SHERIDAN MEADOWS CORPORATE PARK NORTH, 6400 SHERIDAN DRIVE, SUITE 132, WILLIAMSVILLE, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 59.9% of total clients.
Top client categories% of clientsClients
1
HNWI
59.9%
115
2
Individuals
40.1%
77
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$559Mas of February 17, 2026
Discretionary100.0%
$559M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$559M
Total Accounts665
10Y AUM Change+$238M (+74.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee24:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.